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TSM · MU in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

TSMMU
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • TSM
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterTSMMU
Q3 202033 holders, $17.7bn34 holders, $8.6bn
Q4 202032 holders, $22.6bn43 holders, $13.3bn
Q1 202132 holders, $22.3bn38 holders, $13.5bn
Q2 202129 holders, $21.3bn38 holders, $11.4bn
Q3 202132 holders, $20.8bn28 holders, $8.6bn
Q4 202132 holders, $21.3bn34 holders, $12.8bn
Q1 202238 holders, $18.8bn32 holders, $10.8bn
Q2 202239 holders, $15.7bn31 holders, $7.8bn
Q3 202235 holders, $16.4bn36 holders, $7.1bn
Q4 202235 holders, $14.8bn26 holders, $8.0bn
Q1 202339 holders, $19.0bn28 holders, $10.0bn
Q2 202347 holders, $21.8bn34 holders, $10.8bn
Q3 202342 holders, $17.3bn33 holders, $11.6bn
Q4 202346 holders, $21.4bn35 holders, $14.4bn
Q1 202443 holders, $28.2bn45 holders, $19.9bn
Q2 202449 holders, $36.0bn43 holders, $20.8bn
Q3 202454 holders, $34.9bn39 holders, $12.9bn
Q4 202454 holders, $42.9bn28 holders, $12.2bn
Q1 202548 holders, $33.1bn28 holders, $13.8bn
Q2 202550 holders, $48.3bn32 holders, $22.0bn
Q3 202554 holders, $61.3bn36 holders, $29.9bn
Q4 202553 holders, $62.8bn41 holders, $54.0bn
Q1 202659 holders, $71.9bn45 holders, $56.5bn
Q2 202657 holders, $98.0bn50 holders, $164bn
TSM

Taiwan Semiconductor Manufac

Holders
53
Reported value
$62.8bn
Buyers
27
Sellers
32

Breadth -5 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
41
Reported value
$54.0bn
Buyers
21
Sellers
23

Breadth -2 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2025

Among the 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TSM (23)

Altimeter Capital Management LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Coatue Management LLC, Dodge & Cox, First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Polen Capital Management LLC, Soroban Capital Partners LP, Soros Fund Management LLC, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC, Tudor Investment Corp, Viking Global Investors LP, Whale Rock Capital Management LLC

Only MU (11)

AQR Capital Management LLC, Bridgewater Associates LP, Discovery Capital Management LLC, Freestone Grove Partners LP, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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